+224.6%
VT vs DHI
+501.0%
-276.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.5% |
| 7D | -0.7% | -6.1% | +5.4% | +0.8% |
| 30D | -1.7% | +9.8% | -11.6% | -4.4% |
| 3M | -2.3% | -2.2% | -0.1% | -2.3% |
| 6M | +1.5% | +2.0% | -0.5% | 0.0% |
| YTD | +12.0% | +3.3% | +8.7% | +9.4% |
| 1Y | +12.9% | +1.5% | +11.3% | +10.4% |
| 3Y | +74.9% | +24.0% | +50.9% | +55.7% |
| 5Y | +59.9% | +61.2% | -1.3% | +27.6% |
| 10Y | +224.6% | +503.7% | -279.0% | +73.2% |
| All | +224.6% | +501.0% | -276.4% | +73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DHI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling